Sigma Planning Corp Cuts Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Sigma Planning Corp lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,377 shares of the company’s stock after selling 489 shares during the quarter. Sigma Planning Corp’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,020,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Tempus Wealth Planning LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 4.5% during the 2nd quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock worth $1,373,000 after acquiring an additional 567 shares in the last quarter. Raymond James & Associates raised its holdings in iShares MSCI KLD 400 Social ETF by 4.6% during the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after purchasing an additional 1,488 shares in the last quarter. Gradient Investments LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.1% during the 2nd quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after buying an additional 562 shares during the last quarter. Concourse Financial Group Securities Inc. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 6.1% in the 2nd quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock valued at $1,118,000 after buying an additional 620 shares in the last quarter. Finally, Zhang Financial LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at $767,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI opened at $114.06 on Thursday. The stock has a market cap of $5.04 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $84.79 and a 1-year high of $114.84. The firm has a fifty day moving average price of $108.54 and a 200 day moving average price of $104.85.

iShares MSCI KLD 400 Social ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.